Use when designing or reviewing Lightning Web Components for the Salesforce mobile app, mobile device capabilities, or offline-aware behavior.
Use when designing or refactoring Salesforce access architecture around minimal profiles, permission sets, permission set groups, muting, and assignment governance.
Reference guide for Salesforce Industries cloud data models: Insurance Cloud (InsurancePolicy hierarchy), Communications Cloud (Account record types, BillingAccount), Energy &…
Use when native Roll-Up Summary fields are not enough and the design needs Flow, Apex aggregate, or DLRS-style alternatives for lookup or advanced summary scenarios.
Use when choosing between OmniStudio (OmniScript / Integration Procedure / FlexCard / DataRaptor) and Flow / Screen Flow / Apex for a given capability.
Use when setting up real-time data streaming from Salesforce to external systems using the Streaming API (PushTopic, Generic Streaming), CometD client configuration, replay, and…
Design Agentforce conversations that span multiple turns without losing context: session variable scoping, conversation memory, clarifying-question patterns, topic-to-topic…
Designing HTTP error classification, RFC 7807-style error payload structure, and client-side error parsing for Salesforce REST/SOAP integrations and custom Apex REST endpoints.
Use when designing or reviewing Lightning Web Components for keyboard access, semantic labeling, focus management, screen-reader behavior, and WCAG-aligned UX in Salesforce.
Use when a practitioner needs to classify the risk level of an upcoming Salesforce deployment, define rollback trigger conditions, or assign decision authority before the release…
Use when a Scheduled Flow or Record-Triggered Flow needs to process more records than Flow can safely handle in a single run.
Use when configuring or troubleshooting Salesforce CPQ contract creation, subscription management, amendment quotes, or renewal quotes.
Use when making long-running HTTP callouts from Visualforce or LWC that exceed the synchronous callout timeout limit, using the Apex Continuation class for async callout…
Generating documents (PDF, DOCX, PPTX) from OmniStudio using Document Templates, OmniDataTransform token mapping, and OmniScript or Integration Procedure orchestration.
Use when designing or reviewing the integration layer between Salesforce Industries clouds (Insurance, Communications, Energy & Utilities) and vertical backend systems such as…
Use when conducting a formal Salesforce Well-Architected Framework (WAF) review of an org or solution design.
Use when writing, reviewing, or debugging test classes for Salesforce CPQ (Steelbrick) functionality — including quote creation, price rules, contracting, ordering, and CPQ API…
Use when bulk-loading or migrating Salesforce CPQ product catalog configuration data — SBQQ-namespaced objects including Product2, ProductOption, PriceRule, PriceAction,…
Use when configuring the Salesforce product catalog and pricing structure: creating Product2 records, setting up Standard and custom Pricebooks, managing PricebookEntry junction…
Diagnose and prevent UNABLE_TO_LOCK_ROW + parent-record contention in record-triggered, scheduled, and screen flows by mapping the implicit lock chain and applying decouple…
Use when gathering and documenting requirements for a Lightning Service Console deployment: agent workspace layout, page template selection, utility bar composition, macro…
Managing destructiveChanges.xml manifests for safe metadata deletion in Salesforce deployments. Use when deleting metadata components via Metadata API or sf CLI.
Storing API keys, signing secrets, and third-party tokens that Apex must consume — Protected Custom Metadata in a managed package, Protected Custom Settings, Encrypted Custom…
Use when designing or reviewing multi-currency behavior in Sales Cloud: advanced currency management (ACM), dated exchange rates, converted amount field behavior, roll-up summary…
Use when you need to extend `lightning-datatable` with custom cell renderings: status pills, progress bars, image thumbnails, action cells, editable pickliststo, rich-text, or any…
When to use: active or suspected Salesforce org compromise, unauthorized access investigation, attacker containment, forensic evidence collection from EventLogFile/LoginHistory,…
Structure a single repo with multiple unlocked packages, shared templates, and cross-package test strategies. NOT for multi-repo org strategies.
Plan, batch, and monitor Salesforce sharing recalculation jobs — including OWD changes, sharing rule add/remove, role hierarchy restructuring, and Apex managed share rebuild — to…
Step-by-step guidance for configuring Data Cloud data streams: connecting source connectors, mapping Data Lake Objects (DLOs) to Data Model Objects (DMOs), enabling identity…
Task and Event objects: polymorphic WhatId/WhoId, Activity object model, ActivityHistory vs OpenActivity, activity timeline customization, bulk task creation, Einstein Activity…
Reason about when a Flow is inside the caller's transaction vs starts its own. Pick Before-Save vs After-Save vs Async Path vs Pause + Resume when transaction boundaries matter.
Use when designing, building, or troubleshooting OmniStudio Business Rules Engine (BRE) artifacts: Decision Tables, Decision Matrices (rule matrices), and Expression Sets used for…
Scheduled Paths in record-triggered Flow: delayed execution, time-offset from field, batch size tuning, monitoring Paused Flow Interviews, async limits.
Configure caching on DataRaptors and Integration Procedures to cut response times, with cache-bust and freshness guarantees. NOT for platform-level org cache.
Use when configuring or troubleshooting Health Cloud Care Programs — including CareProgram hierarchy setup, patient enrollment (CareProgramEnrollee), consent prerequisites,…
Call external HTTP APIs directly from Flow using HTTP Callout actions (no Apex), handling auth, schema, and errors. NOT for complex Apex-based integration logic.
Use when designing, reviewing, or debugging Apex code that relies on List, Set, or Map collections in triggers, batch classes, or service layers — especially for bulkification,…
Tune Flow runtime performance: pick Before-Save over After-Save, consolidate Get Records, eliminate loop-DML, cache lookups, split with Scheduled Paths, and measure actual…
Use when a record-triggered Flow re-fires on the same record because its own DML (or a downstream Flow's DML) re-satisfies the entry criteria — causing CPU-limit failures,…
Consent management architecture across Marketing Cloud and CRM: data model design, cross-system sync patterns, and compliance design for GDPR/CCPA.
Design Connected App OAuth callback URLs, My Domain naming, Enhanced Domains cutover, and cross-environment redirect handling.
Use when configuring or troubleshooting a Salesforce B2C Commerce (SFCC) storefront — including Business Manager site creation, SFRA cartridge path setup, customer groups, search…
Mapping CSV columns to Salesforce field API names for Data Loader, dataloader.io, Workbench, and custom Bulk API V2 loads.
Rebate Management setup: rebate types, payout calculations, accruals, partner rebates, program setup, compliance reporting.
Authoring and managing Agentforce agent definitions using the declarative Agent Script DSL (.agent files) and associated metadata types.
Revenue Intelligence setup: pipeline inspection, deal insights, forecast accuracy analytics, Einstein analytics for sales leaders.
Use when designing or implementing a cross-cutting Apex error handling framework: custom exception hierarchies, rollback-safe logging via Platform Events, BatchApexErrorEvent…
Call Apex methods imperatively from LWC — on button click, lifecycle hooks, or conditional logic. Covers import syntax, cacheable vs non-cacheable, async/await patterns, error…
Use when designing or reviewing SCIM-based user lifecycle provisioning into Salesforce from Okta, Azure AD / Entra, or another IdP — create/update/deactivate,…
Use when choosing or reviewing overlay patterns in Lightning Web Components, especially `LightningModal`, confirmation dialogs, toasts, focus handling, and overlay dismissal…
Use when an LWC needs to read related records across multiple sObjects in one request, paginate a related list with cursors, or replace several overlapping `@wire(getRecord)`…
Enforce change quality via PR templates, required reviews, metadata ownership, and automated checks. NOT for branching model selection.
Migrating Visualforce pages and components to Lightning Web Components: controller-to-Apex-method translation, viewstate replacement, custom URL parameter handling,…
Move a Flow from sandbox to production reliably — source format, version-on-deploy semantics, deploy vs activate, dependency bundling, Change Set vs SFDX vs Unlocked vs Managed,…
Apex String class methods, Pattern/Matcher regex, text parsing, template rendering, and the null-safety landmines that bite every Apex programmer eventually.
Fault-path design and error notification for Salesforce Flow — what the default unhandled-fault email contains, when to add a Fault path explicitly, how `$Flow.FaultMessage`…
Deployment architecture quirks per Salesforce cloud: Industries (OmniStudio), Marketing Cloud (MC packages), Commerce Cloud, Data Cloud, Agentforce.
Composable commerce on Salesforce: headless API layer, micro-frontends, BFF pattern, CDN strategy, third-party composability over B2C/B2B Commerce.
Use when designing or reviewing Lightning Web Components that use `@wire`, Lightning Data Service, UI API, or the GraphQL wire adapter, especially for reactive parameters, cache…
Use when designing or reviewing Agentforce actions, including Flow actions, Apex invocable actions, prompt-template actions, action naming, input and output contracts,…